Running Reports to See Open Invoices and Bills

✅ QuickBooks Online (QBO)

🔹 Open Invoices (Accounts Receivable)

• Go to Reports

• Search or select A/R Aging Summary or Open Invoices

• Customize the date range if needed

• Click on any amount to drill down into invoice details

💡 Tip: Use "Customer Balance Summary" for a quick snapshot per client.

🔹 Open Bills (Accounts Payable)

• Go to Reports

• Search for A/P Aging Summary or Unpaid Bills

• Set the date filter (e.g., “Today” or “This Month”)

• Export or print the report as needed

✅ QuickBooks Desktop

🔹 Open Invoices (A/R)

• Go to Reports → Customers & Receivables

• Select Open Invoices or A/R Aging Summary

• Set the report date and filters if needed

• Use the Modify Report button to adjust columns (e.g., add “Due Date”)

🔹 Open Bills (A/P)

• Go to Reports → Vendors & Payables

• Choose Unpaid Bills Detail or A/P Aging Summary

• Adjust the date or filter by vendor if necessary

✅ Xero

🔹 Outstanding Invoices (A/R)

• Go to Business → Invoices

• Use the tabs:

  • Awaiting Payment = open invoices

  • Overdue = past due

• For reports:

  • Go to Reports → Aged Receivables Summary

🔹 Outstanding Bills (A/P)

• Go to Business → Bills to Pay

• Use the Awaiting Payment tab to see what’s open

• For a detailed report:

  • Go to Reports → Aged Payables Summary

🛠 Pro Tip:

• Save these reports as favorites in your dashboard or schedule them monthly to review aging balances and follow up proactively.

• Always reconcile before running these reports to ensure they’re accurate.